See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,898 | $181,894-95.1% | $156,549-94.3% | $273,961-96.8% |
| Participation rate | 7.7% | 88.4%-80.7pp | 84.0%-76.3pp | 83.0%-75.3pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,892 | $6,248-69.7% | $5,501-65.6% | $4,869-61.1% |
| Participant deferral / active EE | $1,007 | $5,550-81.9% | $4,871-79.3% | $5,287-80.9% |
| Admin fee / account holder | $4,213 | $15,559-72.9% | $13,027-67.7% | $10,132-58.4% |